229 lines
10 KiB
Python
Executable File
229 lines
10 KiB
Python
Executable File
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from odoo import models, fields, api
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import re
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from odoo.exceptions import ValidationError
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from datetime import datetime, timedelta
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class sos_inside_sales_leads(models.Model):
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_name = 'sos_inside_sales_leads'
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_description = 'Sosaley Customers Management'
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_rec_name="company_name"
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company_name = fields.Char(string="Company Name")
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lead_generated_by = fields.Many2one(
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'res.users',
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string='Lead Generated By',
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default=lambda self: self.env.user,
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readonly=True
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)
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entry_date = fields.Date(string="Date", default=fields.Date.today)
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moved_on = fields.Date(string="Moved On")
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location = fields.Char(string="Location")
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website_url = fields.Char(string="Website URL")
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vertical_domain = fields.Many2many('sos_vertical_domain',string="Domain / Industry", ondelete="cascade")
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line_ids_contacts = fields.One2many('sos_leads_contact_lines', 'ref_id', string="Contact Details",copy=True)
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remarks=fields.Text(string="Remarks")
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linkedin_profile = fields.Char(string="Linkedin profile")
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# products = fields.Selection(
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# [
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# ('BHMS 1.2V', 'BHMS 1.2V'),
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# ('BHMS 2V', 'BHMS 2V'),
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# ('BHMS 12V', 'BHMS 12V'),
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# ('BMS-HV', 'BMS-HV'),
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# ('BMS-LV 100A', 'BMS-LV 100A'),
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# ('BMS-LV 40A', 'BMS-LV 40A'),
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# ('SBMS 55A', 'SBMS 55A'),
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# ('MC 250W', 'MC 250W'),
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# ('HeartTarang', 'HeartTarang')
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# ],
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# string="Product Interested In")
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products_interested = fields.Many2many('sos_products',string="Product Interested In")
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service = fields.Selection(
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[
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('Product', 'Products'),
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('Project', 'Projects')
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],
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string="Service Type",default="Product")
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project_name= fields.Many2one('sos_projects',string="Project Name")
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status = fields.Selection(
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[
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('Open', 'Open'),
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('Close', 'Close'),
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('New', 'New'),
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('In-Progress', 'In-Progress'),
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('Qualified', 'Qualified'),
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('Unqualified', 'Unqualified')
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],
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string="Status",default="New")
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new_source = fields.Many2one('lead_source', string="Source")
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meeting_scheduled = fields.Selection(
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[
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('Online', 'Online'),
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('Offline', 'Offline')
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],
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string="Meeting Schedule")
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expo_name = fields.Char(string="Expo Name")
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move_to_sales = fields.Many2many('res.users',string="Move Lead to", domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)])
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cc_mail = fields.Many2one('res.users',string="CC to", domain=lambda self: [('groups_id', 'in', self.env.ref('sos_inventory.sos_sales_user').ids + self.env.ref('sos_inventory.sos_ce_head').ids)])
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move_div_display = fields.Boolean(default=False,string="Moved to Sales")
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line_ids = fields.One2many('sos_inside_sales_activities_line', 'ref_id', string="Action")
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week = fields.Char(string="Week")
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reporting_to = fields.Many2one('res.users', string='Reporting To')
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sales_type = fields.Selection(
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[
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('Domestic', 'Domestic'),
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('International', 'International')
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],
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string="Sales Type",default="Domestic")
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country = fields.Many2one(
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'res.country',
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string='Country',
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default=lambda self: self.env['res.country'].search([('code', '=', 'IN')], limit=1)
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)
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@api.model
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def create(self, vals):
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create_uid = vals.get('create_uid', self.env.uid)
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create_user = self.env['res.users'].browse(create_uid)
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# Check if reporting_to exists before accessing .id
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vals['reporting_to'] = create_user.reporting_to.id if create_user.reporting_to else False
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record = super(sos_inside_sales_leads, self).create(vals)
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return record
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TARGET_PER_WEEK = 4
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def action_moveto_sales(self):
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if self.move_to_sales:
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#Target Starts
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entry_date = fields.Date.today()
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self.moved_on = entry_date
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start_of_week = entry_date - timedelta(days=entry_date.weekday()) # Monday
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end_of_week = start_of_week + timedelta(days=6) # Sunday
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# Determine week number
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first_day_of_month = entry_date.replace(day=1)
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week_number = ((entry_date - first_day_of_month).days // 7) + 1
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# Exclude Saturdays for 2nd and 4th week
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if week_number in [2, 4]:
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end_of_week = start_of_week + timedelta(days=4) # Friday
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self.week = f"{start_of_week.strftime('%d/%m/%Y')} to {end_of_week.strftime('%d/%m/%Y')}"
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sos_lines = self.env['sos_target_tracker'].search([
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('week', '=', self.week),
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('inside_sales_executive', '=', self.lead_generated_by.id)
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])
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new_week_entry = sos_lines.weekly_entries_count + 1
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if new_week_entry < self.TARGET_PER_WEEK:
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remaining = self.TARGET_PER_WEEK - new_week_entry
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weekly_status = f"{remaining} more to achieve this week's target."
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elif new_week_entry == self.TARGET_PER_WEEK:
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weekly_status = "Target achieved for this week!"
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else:
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weekly_status = "Well performed! Exceeded weekly target!"
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if sos_lines:
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sos_lines.write({'weekly_entries_count': new_week_entry,'entry_date':self.entry_date,
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'weekly_status':weekly_status})
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else:
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self.env['sos_target_tracker'].create({
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'entry_date': self.entry_date,
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'inside_sales_executive': self.lead_generated_by.id,
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'week': f"{start_of_week.strftime('%d/%m/%Y')} to {end_of_week.strftime('%d/%m/%Y')}",
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'weekly_entries_count':1
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})
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#Target Ends
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for user in self.move_to_sales:
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body_html = f"""
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<p>Below <b>Lead</b> is moved to Sales</p>
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"""
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subject = f"New Lead Received - {self.company_name}"
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send_email = self.env['sos_common_scripts']
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send_email.send_direct_email(self.env,"sos_inside_sales_leads",self.id,user.login,subject,body_html,self.cc_mail.login)
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new_record = self.env['sos_sales_leads'].create({
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'company_name': self.company_name,
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'transferred_on': fields.Date.today(),
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'location':self.location,
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'website_url':self.website_url,
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'vertical_domain': [(6, 0, self.vertical_domain.ids)],
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'linkedin_profile':self.linkedin_profile,
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'products_interested':[(6, 0,self.products_interested.ids)],
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'source':'inside_sales',
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'expo_name':self.expo_name,
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'lead_generated_by':self.env.user.id,
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'sales_type':self.sales_type,
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'interested_in':self.service,
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'project_name':self.project_name.id
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})
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if new_record:
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if self.line_ids_contacts:
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for contact in self.line_ids_contacts:
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self.env['sos_leads_customer_contact_lines'].create({
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'ref_id': new_record.id,
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'name': contact.name,
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'dept': contact.dept,
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'email': contact.email,
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'mobile_number': contact.mobile_number,
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'set_as_primary': contact.set_as_primary,
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'linkedin_profile': contact.linkedin_profile,
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'remarks': contact.remarks
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})
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self.move_div_display = True
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return {
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'type': 'ir.actions.client',
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'tag': 'display_notification',
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'params': {
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'message': "Moved Successfully",
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'type': 'success',
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'sticky': False
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}
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}
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class SOS_Leads_Line(models.Model):
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_name = 'sos_leads_contact_lines'
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_description = 'Leads Contact Lines'
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ref_id = fields.Many2one('sos_inside_sales_leads', string="Customers", ondelete="cascade")
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name = fields.Char(string="Name")
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dept = fields.Char(string="Designation")
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email = fields.Char(string="Email Id")
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mobile_number = fields.Char(string="Contact Number")
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set_as_primary = fields.Boolean(string="Set Primary")
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linkedin_profile = fields.Char(string="LinkedIn Profile")
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remarks = fields.Text(string="Remarks")
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@api.model
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def create(self, vals):
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record = super(SOS_Leads_Line, self).create(vals)
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if not self.env['sos_leads_contact_lines'].search([
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('ref_id', '=', record.ref_id.id),
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('set_as_primary', '=', True)
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]):
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# Set the created record as primary
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record.set_as_primary = True
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return record
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def write(self, vals):
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res = super(SOS_Leads_Line, self).write(vals)
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if 'set_as_primary' in vals and vals['set_as_primary']:
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for record in self:
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self.env['sos_leads_contact_lines'].search([
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('ref_id', '=', record.ref_id.id),
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('id', '!=', record.id)
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]).write({'set_as_primary': False})
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return res
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class sos_inside_sales_activities_lines(models.Model):
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_name = 'sos_inside_sales_activities_line'
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_description = 'Inside Sales executive activities log lines'
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ref_id = fields.Many2one('sos_inside_sales_leads', ondelete="cascade")
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action_date = fields.Date(string="Action Date")
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next_action_on = fields.Date(string="Next Action On")
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remarks = fields.Text(string="Remarks")
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class LeadSource(models.Model):
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_name = 'lead_source'
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_description = 'Lead Source Master'
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name = fields.Char(string="Source Name", required=True)
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